Community Financial Services Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Community Financial Services Group’s Portfolio ICLN Stock Details ICLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$641K	Sell	31,785 -978	-3%	-$20.3K	0.09%	81
2026 Q1	$598K	Buy	32,763 +795	+2%	+$14.5K	0.11%	71
2025 Q4	$525K	Sell	31,968 -2,418	-7%	-$40.3K	0.1%	72
2025 Q3	$532K	Sell	34,386 -24,948	-42%	-$353K	0.1%	71
2025 Q2	$778K	Sell	59,334 -10,730	-15%	-$132K	0.15%	67
2025 Q1	$800K	Sell	70,064 -8,407	-11%	-$95.9K	0.17%	68
2024 Q4	$893K	Sell	78,471 -4,823	-6%	-$61K	0.18%	69
2024 Q3	$1.22M	Buy	83,294 +3,335	+4%	+$47K	0.25%	70
2024 Q2	$1.07M	Buy	79,959 +19,163	+32%	+$268K	0.23%	74
2024 Q1	$850K	Buy	+60,796	New	+$857K	0.19%	88
2023 Q3	$812K	Buy	+55,538	New	+$932K	0.2%	67
2021 Q4	$430K	Buy	20,315 +6,245	+44%	+$144K	0.11%	83
2021 Q3	$305K	Buy	14,070 +1,484	+12%	+$33.8K	0.08%	90
2021 Q2	$295K	Buy	+12,586	New	+$287K	0.08%	91

Other funds holding ICLN

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

WGS

Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WFG

Wormser Freres Gestion Paris, France $177M AUM 13.84% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

Community Financial Services Group's ICLN Position: Q2 2026 in Review

Community Financial Services Group reduced its iShares Global Clean Energy ETF (ICLN) stake by 3% in Q2 2026, selling an estimated $20.3K and leaving 31,785 shares worth $641K. The position accounts for 0.09% of the portfolio, ranked #81.

Community Financial Services Group first reported a position in ICLN in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.22M in Q3 2024. 70 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Community Financial Services Group held 31,785 shares of iShares Global Clean Energy ETF worth $641K as of Q2 2026.
Community Financial Services Group sold 978 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $20.3K.
iShares Global Clean Energy ETF made up 0.09% of Community Financial Services Group's portfolio in Q2 2026, its #81 holding.
Community Financial Services Group first reported a position in iShares Global Clean Energy ETF in Q2 2021 and has held it in 14 quarters since.
Community Financial Services Group's iShares Global Clean Energy ETF position peaked at $1.22M in Q3 2024.
70 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.